Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Livingston is a financial advisor with Truist Advisory Services, Inc. He has been in the industry since 1997 and holds several licenses and certifications, including Series 63, 65, 7, 26, and 31. David also has a Series SIE certification. He has been registered with Truist Advisory Services, Inc. since August 2016. David has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. David specializes in retirement planning, investment management, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
12/18/2018 - Present
Truist Advisory Services, Inc. (TAMPA FL)
NY
10/27/1997 - 02/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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